Every grid constraint hardened simultaneously. Dominion now counts 10.4 GW contracted under electrical service agreements with 50 GW in pipeline, reinforcing the thesis that regulated capex will compound for years on data center load growth.
Tessara post-call read · synthesized from the earnings-call transcriptreported May 1, 2026
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.